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The Modern Infrastructure for Retirement Plan Rollovers

Consort streamlines, secures, and scales every participant rollover through AI—connecting providers, advisors, and participants through one unified platform.

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Rollovers are complex.
We make them seamless.

Traditional rollover processes force participants through call centers, paperwork, inconsistent instructions, and long wait times. These fragmented steps create confusion, slow progress, and often lead to participants abandoning their retirement assets entirely.

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For providers and advisors, the legacy workflow is equally burdensome—requiring manual coordination, repeated outreach, and limited visibility into where a rollover stands.

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Consort fixes this by unifying the entire rollover journey. 
We streamline 401(k), 403(b), and 457 plan (ERISA and non-ERISA) rollovers through a guided, compliant workflow that reduces leakage, improves participant outcomes, and gives institutions operational clarity.

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Consort powers: 

  • A smooth, transparent participant experience 

  • Automated coordination across providers, advisors, and TPAs 

  • Real-time status visibility 

  • Compliance-aligned workflows ready for enterprise deployment 

A better rollover experience for every stakeholder.

Providers 
Capture more rollovers, reduce participant leakage, and streamline operations with a unified, compliant workflow.

Advisors 
Accelerate rollover initiation, eliminate manual friction, and guide participants through a consistent, compliant process.

​Participants 
A simple, automated path to completing retirement plan rollovers with clarity and confidence. 

How Consort Works

1

Participant Initiation 
A compliant digital experience starts the rollover workflow.

2

Intelligent Coordination

Consort securely routes data between participants, advisors, providers, and TPAs—reducing back-and-forth.

3

Institutional Oversight

Dashboards give teams visibility into progress, required action, and documentation

4

Completion & Reporting

Consort finalizes rollover steps and delivers audit-ready reporting back to the institution. 

Rollover Solution

A streamlined, guided workflow that modernizes the entire rollover experience for retirement plan participants, advisors, and providers.

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Jo™ Provider Engagement Suite

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A SaaS platform supporting contribution restarts, deferral rate raises, and asset retention with data-driven participant insights and automated communication workflows.

Who We Serve

Trusted by organizations responsible for millions of retirement plan participants:

  • Retirement Service Providers

  • Recordkeepers

  • Broker-Dealer Networks & Advisory Firms

  • Third-Party Administrators (TPAs)

Consort adapts to each institution's compliance rules, data systems, and participant engagement workflows.

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Security, compliance, and data governance built for financial institutions.

Consort’s platform follows stringent standards designed for regulated environments, including: 

  • Encrypted data flows across all rollover steps 

  • Role-based access with audit-ready activity tracking 

  • Documentation workflows aligned with institutional review processes 

  • Configurable disclosures, scripts, and compliance checkpoints 

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We meet enterprise security requirements so you can deploy with confidence.

Transform your retirement plan rollover experience.

 

Give participants a clear path forward—and give your organization operational clarity and control.

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